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Valued Wealth Advisors’s General Mills GIS Stock Holding History

Valued Wealth Advisors’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$202 – 647
2025
Q3 		$202 Sell
4
-15
-79% -$752 ﹤0.01% 574
2025
Q2 		$985 Hold
19
– – ﹤0.01% 450
2025
Q1 		$1.14K Sell
19
-134
-88% -$8.05K ﹤0.01% 463
2024
Q4 		$9.76K Buy
153
+134
+705% +$8.99K 0.01% 233
2024
Q3 		$1.4K Hold
19
– – ﹤0.01% 410
2024
Q2 		$1.2K Hold
19
– – ﹤0.01% 421
2024
Q1 		$1.33K Hold
19
– – ﹤0.01% 412
2023
Q4 		$1.22K Buy
+19
New +$1.23K ﹤0.01% 363

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valued Wealth Advisors's GIS Position: Q4 2025 in Review

Valued Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 4 shares — an estimated $202 sold.

Valued Wealth Advisors first reported a position in GIS in Q4 2023 and held it in 8 quarters. The position peaked at $9.76K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Valued Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 4 General Mills shares in Q4 2025, an estimated $202.
  • Valued Wealth Advisors first reported a position in General Mills in Q4 2023 and held it in 8 quarters.
  • Valued Wealth Advisors's General Mills position peaked at $9.76K in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.